Contacts: Importing fails ERROR "No .csv"
I have read the articles on this topic and have tried saving in as many formats as I possibly can. All colums are named and in order as suggested (unless I am overlooking an error) Please help, I cannot import contacts!
Limit View within a Sheet (using Web Forms)
Hello, New to Smartsheet. We would like to utilize a web form to allow customers to place orders/requests whereby the web form would populate the smartsheet for ONLY OUR INTERNAL visibilty/tracking of all requests combined. Currently, when I test this I am brought back into the sheet where I can see ALL requests. Does…
I have a sheet that I built for year-end performance reviews. The sheet is designed for one person. My company has 50+ employees and it would be great if I can run some sort of macro/app that would take the sheet and replicate it 50 times with each sheet adding a new name from a contact list. Any ideas? Thanks Ian
Send Update Requests based on a Contact column
Is there a way to send an Update Request based on a Contact List column? I have a large group of people and I need them to update their personal contact information. Rather than filling it out new every year, I would like them to receive it in a format where they can simply hit submit if none of the information has…
Assigning contact to multiple tasks
Is it possible to assign a contact to more than one task at the same time? I have a sheet with 65 rows - there are contacts with multple tasks so trying to avoid having to pick from the list on each single task. Thanks in advance for any help offered.
Clear Cells if Time Is
Hi, I'm looking for a formula to clear the contents of a column daily (preferably at a specfiic time). To give you an idea of what it is being used for; My sheet has a list of contacts and a yes or no checkbox column. Every day at a certain time an update request is sent out to all contacts listed asking "will you be…
Send alerts to two people using the same column?
I have set up a smartsheet where by the 'assigned to' is alerted by email when a task is due. However sometimes the 'assigned to' needs to be more than one person therfore i have to amend my columns to be 'assigned to 1' and 'assigned to 2' to ensure both people get an email alert when the taks assigned to them is due.…
Tracking Purchasing Approval
We are trying to find a way to track our purchasing process. I have created a sheet with a web form, but am having trouble with the approvals part of our process. Typically the purchaser would fill out the web form to request payment to a vendor or to themselves as reimbursement, then they need to get 2 approvals from…
How do I export the names/emails of collaborators who have access to a Workspace?
How do I export the names/emails of collaborators who have access to a Workspace? I need to send an MS outlook email to all collaborators of an existing workspace (over 70 ppl). In an effort to save time (e.g. avoid typing names 1:1) & heartache (e.g. inadvertantly leaving off a person), is there a way to export…
Access contacts from contact list in one sheet to share another sheet to
How to access contacts from a contact list in one sheet to share another sheet to, or send request updates to?